Assets Under Management
$721.7M
Number of Clients
518
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$240.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harfst and Associates provides wealth management services to individuals, families, and small businesses, including investment management and financial planning. They also offer institutional management and pension consulting services. Fees are based on AUM or hourly/fixed rates, depending on the service. They may use sub-advisors and offer both discretionary and non-discretionary management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are calculated on a graduated basis.
1949 Sugarland Drive, #220, Sheridan, WY, 82801